Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SWERDLIN & COMPANY5+ years Service code 13 · EIN 58-1392124 | Contract Administrator | $24,382 |
WILLAMETTE MANAGEMENT ASSOCIATES5+ years Service code 34 1355 PEACHTREE STREET NE · ATLANTA, GA 30309 | Valuation (appraisals, etc.) | $13,533 |
MAULDIN & JENKINS5+ years Service code 10 200 GALLERIA DRIVE #1700 · ATLANTA, GA 30339 | Accounting | $12,941 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,792 | $89,652-75.7% | $141,162-84.6% | $65,185-66.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | -4.86% | 32.79%-37.7pp | 71.39%-76.2pp | 29.38%-34.2pp |
| Employer contribution / active EE | $748 | $3,065-75.6% | $4,735-84.2% | $2,177-65.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $163 | $569-71.4% | $10,261-98.4% | $847-80.8% |